MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.8B
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Sells

1 +$26.5M
2 +$11.9M
3 +$2.49M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.44M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.94M

Sector Composition

1 Technology 6.58%
2 Consumer Discretionary 3.5%
3 Healthcare 2.84%
4 Consumer Staples 2.64%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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